Wealth Management

South Bay Asset Strategies plans carefully in behalf of each client.

We do not personally manage our clients’ money. A variety of investment specialists we work with handle that role.

Instead, we design wealth management plans to help clients pursue their goals. Our service is consultative.

• We invest time getting to know clients’ interests and financial affairs.
• We propose plans tailored to clients’ values, interests and goals.
• The bonds we develop with our clients are special. They often go beyond normal business relationships.

Like most wealth management firms, South Bay Asset Strategies uses a variety of products and services, including mutual funds and other professionally managed accounts, rollover IRAs, college savings accounts and more. Our business is financial planning, and we strive to be accountable by using appropriate tools for the appropriate situations.

Our compensation is derived primarily from fees, so that our interests are aligned with that of our clients. From time to time, we receive commissions for certain services. This is fully disclosed in those cases. Our approach aligns our compensation with the results we achieve by working together.

As you compare various financial advisory and wealth management firms, consider that South Bay Asset Strategies works hard to provide personal attention to every one of its clients.